Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,368 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
2,578
shares
|
$249,498
0.03% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,566
shares
|
$248,337
0.02% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,566
shares
|
$248,337
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,560
shares
|
$247,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,558
shares
|
$247,563
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
2,540
shares
|
$245,821
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
2,537
shares
|
$245,530
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,537
shares
|
$245,530
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,530
shares
|
$244,853
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,519
shares
|
$243,788
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,513
shares
|
$243,208
0.1% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
2,508
shares
|
$242,724
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,489
shares
|
$240,885
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
2,487
shares
|
$240,691
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
2,486
shares
|
$240,595
0.02% of portfolio
|
Q1 2025
Reduced 34.11%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,484
shares
|
$240,401
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
2,464
shares
|
$238,465
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,455
shares
|
$237,594
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
2,454
shares
|
$237,498
0.07% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,446
shares
|
$236,723
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
2,443
shares
|
$236,433
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
2,436
shares
|
$235,756
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
2,424
shares
|
$234,594
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
2,417
shares
|
$233,917
0.05% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,404
shares
|
$232,659
0.01% of portfolio
|
Q1 2025
Added 159.33%
|